Portfolio Associate- Private Wealth Management - MUST be Registered Series 7 and 63/66 - up to [...]

CitiStaffing; New York (NY); On-site; USD 150,000; Full time

Job summary

A leading company in Private Wealth Management is seeking a Portfolio Associate to enhance client relations and ensure efficient account administration. Candidates must be registered with Series 7 and 63 or 66, possess strong Excel skills, and have relevant experience in portfolio management. This role offers a competitive salary package and opportunities for professional advancement.

Benefits

Medical insurance

Vision insurance

Qualifications

• Candidates must hold Series 7 and 63 or 66 licenses.
• Experience in high-touch client service and account management is crucial.
• Must be able to process trades and allocate responsibilities effectively.

Responsibilities

• Provide high touch client services and manage new account setups.
• Process trades and trade allocations, ensuring compliance with regulations.
• Interact with internal departments for operations and client services.

Skills

Portfolio management administration

Interfacing with clients

Reviewing accounts

Strong Microsoft Excel skills

Familiarity with financial markets

Education

Registered Series 7

Registered Series 63 or 66

Tools

Portfolio Management System (PMS)

Job description

Portfolio Associate- Private Wealth Management - MUST be Registered Series 7 and 63/66 - up to $150k +BONUS!!

Portfolio Associate- Private Wealth Management - MUST be Registered Series 7 and 63/66 - up to $150k +BONUS!!

This range is provided by CitiStaffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$120,000.00/yr - $150,000.00/yr

Candidate should have experience in portfolio management administration, reviewing accounts, interfacing with clients, and actively following what is happening in the financial markets.

Job responsibilities include high touch client service, establishing new accounts, trade processing and trade allocations, interfacing regularly with Shared Services (Trading, Client Service, Operation, Compliance). Familiarity with all aspects of client administration (opening new accounts, allocation of trades, processing client requests) is important in this role.

SERIES 7, 63 or 66 required. Facility with technology, including using a PMS, and, strong Microsoft Excel skills required. Candidate will have an excellent opportunity to advance in this role. Must have relevant experience.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

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